The keys to management consultancy

ENSURE that your wealth advisor is financially stable

• Check how long the person has been in business
• Ensure that capital is held by natural persons
• Make sure that the funds do not transit through the firm’s own accounts (except for fees).

THE ROLE of a wealth advisor

• Ensures the quality of custodians and measure the potential risk of failure,
• Keeps up to date with new developments, market offers, daily investment opportunities,
• Assists you in selecting and establishing your asset allocation,
• Advises you in the diversification of your investment vehicles, selected based on your goals.

OPTIMISE time and expertise

• Coordinate the various service providers to save time in the analysis and decision process,
• Simplify procedures by leveraging on the specialist skills of the various providers.
• Constantly defend your interests to obtain the best outcome.

COLLABORATE and DECIDE on the final solution

• No decision is made for you or without your consent.
• A guiding principle: advise, do not substitute.

COMMIT

• To working alongside you
• For the long term
• With clearly defined and recorded objectives, scope of our tasks, payment

SCOPE OF ACTION

• Freedom to fully or partially delegate  – depending on your needs and desires
• Accessible to all assets, significant or under construction.
• Cost efficiency of a Family Office due to the returns and savings achieved by the provided advice.
• Guarantee of controlled risks and improved performance of your portfolio over time.

ANTICIPATE

• Ensure the consistency and harmony between your various partners – notaries, tax specialists, chartered accountants.
• Monitor the market trends.
• Comply with the applicable regulations throughout the life of the investments.

INDEPENDENCE

• No equity-based relationship with banks, insurance companies and management companies,
• No banking interest,
• Multiple investment choices offered on all the various markets.